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Fortitude Advisory Group’s Zeta Global ZETA Stock Holding History

Fortitude Advisory Group’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,743
Closed -$211K – 223
2024
Q4 		$211K Sell
11,743
-7,720
-40% -$195K 0.13% 173
2024
Q3 		$581K Buy
+19,463
New +$458K 0.37% 58
2022
Q2 		– Sell
-133
Closed -$2K – 1340
2022
Q1 		$2K Hold
133
– – ﹤0.01% 1381
2021
Q4 		$1K Buy
+133
New +$1.12K ﹤0.01% 1515

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fortitude Advisory Group's ZETA Position: Q1 2025 in Review

Fortitude Advisory Group sold out of Zeta Global (ZETA) in Q1 2025, closing a stake of 11,743 shares — an estimated $211K sold.

Fortitude Advisory Group first reported a position in ZETA in Q4 2021 and held it in 4 quarters. The position peaked at $581K in Q3 2024. 306 funds tracked by Wall St. Rank hold ZETA as of Q1 2025.

  • Fortitude Advisory Group reported no remaining Zeta Global position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 11,743 Zeta Global shares in Q1 2025, an estimated $211K.
  • Fortitude Advisory Group first reported a position in Zeta Global in Q4 2021 and held it in 4 quarters.
  • Fortitude Advisory Group's Zeta Global position peaked at $581K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Zeta Global as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.